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    Legacy Personal Finances

    5.0 (2 reviews)
    Closed 9:00 am - 9:00 pm

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    6 years ago

    Awesome service and very efficient, thank you. I would highly recommend Legacy Personal Finances

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    6 years ago

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    Family Income Tax Services - FAMILY INCOME TAX SERVICES

    Family Income Tax Services

    (17 reviews)

    University Park

    I had a great experience working with Vanessa. She really took the time to explain everything in a…read moreway that made sense. She helped me understand my W2 withholdings and how things like 401Ks and IRAs affect my tax return, which I had never fully understood before. I also learned about credits I did not even know I qualified for, like retirement contribution credits, which made a big difference. I have one child and have been filing head of household for years, and she made sure everything was done correctly while maximizing my refund. She has also helped my mom with her daycare business. She showed her how to properly deduct expenses like diapers, food for the kids, toys, and other supplies, which helped lower her taxable income and pay much less in taxes. She also explained that small businesses need a Business Tax Registration Certificate, something many small business owners overlook because they are not aware of the requirement. Very knowledgeable, patient, and truly cares about helping her clients. Highly recommend.

    I stick with Vanessa because she is detailed and she pays attention. My wife and I are separated…read morebut we both continue to file with her because she keeps everything clean and organized for each return. She reviewed my numbers carefully and pointed out deductions I would have overlooked, including car loan interest and how to properly report a retirement withdrawal. She is thorough. She asks questions. She explains the strategy behind what she is doing. I do not feel like just another appointment on her calendar. I feel like my return actually matters.

    Legacy Personal Finances - taxservices - Updated May 2026

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